BFC Planning, Inc.’s JPMorgan Equity Focus ETF JPEF Stock Holding History
Bought
Maintained
Sold
Other funds holding JPEF
BFC Planning, Inc.'s JPEF Position: Q3 2026 in Review
BFC Planning, Inc. increased its JPMorgan Equity Focus ETF (JPEF) stake by 49% in Q3 2026, buying an estimated $37.2K and bringing the position to 1,404 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.
BFC Planning, Inc. first reported a position in JPEF in Q4 2025 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold JPEF as of Q3 2026.
- BFC Planning, Inc. held 1,404 shares of JPMorgan Equity Focus ETF worth $114K as of Q3 2026.
- BFC Planning, Inc. bought 459 JPMorgan Equity Focus ETF shares in Q3 2026, an estimated $37.2K.
- JPMorgan Equity Focus ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1176 holding.
- BFC Planning, Inc. first reported a position in JPMorgan Equity Focus ETF in Q4 2025 and has held it in 4 quarters since.
- 102 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q3 2026.
Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.